Transition Analysis Explorer

Evaluate trade-offs before transitioning your client’s portfolio

Parametric’s Transition Analysis Explorer helps you illustrate the balancing act between tracking error and the deferral of gains to your investors.

Unlike ETFs and Mutual Funds, which force investors to liquidate their existing holdings, our solutions allow you to tailor the transition around your client’s unique situation. Now you can explore and highlight multiple risk and tax scenarios to your client and assess the best transition approach.

Register online or sign-in to your account to use the Transition Analysis Explorer or any of our other tools.

Investment advisory services offered through Parametric Portfolio Associates® LLC ("Parametric"), an SEC registered investment adviser. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.